We operate with your best interests in mind. Every time.
Leading Edge Financial Planning, LLC is a fee-based financial services firm that is independent from the broker-dealer world. No ties to a big box firm or the pressure that comes with those firms to sell a certain product.
Mike believes that as life changes on an ongoing basis, your plan should follow suit.
As a Personal CFO for your home or business, Mike focuses on hearing your needs (where you are and where you want to go) and helps you to create a comprehensive plan. Mike is licensed in all insurance lines as well.
And that's why he created a Financial Planning Model to fit your specific needs.
Financial planning shouldn't be a once a year meeting where you dust off your file, get told you don't have enough INSURANCE OR investments - and that's it.
Leading edge essentials
Includes, but not limited to:
Vision Meeting: Brainstorm financial goals for the future for your family and/or business
Assessment & Planning meeting with a Financial Planner with professional planning software.
Personalized financial planning website access
Consultations available for: major purchases; retirement, college plans or estate planning
Independent financial proposal or financial product evaluation
Strategic quarterly action plan session to move towards financial goals
Annual Financial Plan update and review based on client’s personal vision
Leading Edge ADVANCED
Leading Edge Essentials Plan PLUS:
Financial planning webinar event access
Annual insurance policy review
Detailed investments review
Accountability around ongoing Financial Planning tasks
Follow up & assistance to implement recommendations or action items (Up to 3 hours)
LEADING EDGE PROFESSIONAL
Leading Edge Advanced Plan PLUS;
End of year tax planning meeting and tax return review
Annual estate plan review
Assistance in implementing estate plan or tax strategies (Up to 3 hours)
PERSONAL CFO FOR SMALL - MID SIZE BUSINESSES
Price varies based on company size
As a Personal CFO for your company, this plan would include everything in Leading Edge Professional Edge Plus (but not limited to):
Offer Financial Counsel on large decisions
Assess & evaluate compensation plan (bonus & incentive structures)
Review Insurance, buy/sell agreements
Assist in mergers & acquisition transitions
Retirement Planning for employees & leadership